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Data centers and frontier models sit in the same ecosystem, but they have very different economics. This is the second article in a four-part weekly series. The series based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI may succeed spectacularly while infrastructure investments fail argued …
Juan Pedro TomásCushman & Wakefield estimates that the APAC region will require more than $280 billion in cumulative data center construction capex between 2026 and 2030 In sum – what to know: Demand continues to outrun supply – APAC added 2,200MW of operational capacity, yet vacancy tightened to 10.3%, while the colocation pipeline reached 22.7GW. Power and pre-leasing are reshaping development – …
Susana SchwartzPower distribution optimization is driving 800Vdc solutions that will move operators beyond standard side-car deployments Sébastien Cruz-Mermy, vice president of Data Center Innovation and Tech Explore League, has spent 18 years incubating new business models, scaling start-up divisions, and driving technical exploration of AI-ready data centers and digital services. In today’s RCR AI TechTalk, he discusses high-density AI workloads, a …
The partnership combines MTN Digital Infrastructure’s existing African footprint and infrastructure assets with Al Ashram’s experience in data center development, operation, and investment In sum – what to know: 150MW first phase – MTN Group CEO Ralph Mupita said the partnership will initially target 150MW of AI-ready data center capacity across South Africa and Nigeria, with expansion tied to demand. …
Christian de LooperThe Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
TSMC projects 1.9x tool demand within months In sum – what we know: TSMC is set for a dramatic expansion. News reports say the company is building 25 wafer-fabrication and advanced-packaging facilities around the world this year, including 13 in Taiwan. Speaking at SEMICON Taiwan in Taipei, TSMC Senior Vice President and Deputy Co-Chief Operating Officer Cliff Hou said the …
Custom edge-AI SoC — but no confirmation from either company In sum – what we know: Samsung Electronics and Arm have reportedly started work on a custom on-device AI chip planned for Samsung Foundry’s 2nm process, according to a run of trade reports. The reported trigger was Arm’s approval of initial non-recurring engineering funding in late August. NRE is the …
CUBE bets on 3D stacking and custom HBM for AI accelerators In sum – what we know: Samsung has announced what it’s calling the CUBE strategy, a long-term roadmap for rethinking how AI memory chips are built — covering 3D stacking, bandwidth scaling, and power and thermal efficiency. CUBE stands for Capacity, Utilization, Bandwidth, and Efficiency, and Samsung frames it …
AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …
Wireless communications are being stretched to new limits across a host of uses and technologies: From preparation for 6G cellular networks and implementation of AI in the RAN, to current …
Steven Vondran, president and CEO of American Tower, said that the current phase of network deployment is increasingly focused on capacity rather than coverage In sum – what to know: …
Sulagna Saha The GPU-powered, cloud-native simulation solver provides a repeatable blueprint for integrating predictive analysis and rapid optimization in factory workflows In sum — What to know Optimizing manufacturing: At Microsoft Ignite, Synopsys unveiled a simulation-driven solution based on Ansys Fluent that allows manufacturers to model and optimize dynamic processes in factories. Under the hood: The solution is powered by Nvidia Omniverse …
Sulagna Saha Broadcom and Rohde & Schwarz are teaming up once again, this time to test and validate early Wi-Fi 8 chips, after the chipmaker launched the first Wi-Fi 8 silicon solutions ahead of schedule in October In sum — what to know: Broadcom validates R&S’ CMP180 — Broadcom confirms that R&S CMP180 Series radio communication tester can support testing of Wi-Fi-8 …
Sulagna Saha The software-based solution evaluates communication quality between applications in virtualized environments, providing visualization from field to cloud working with Anritsu’s Network Master Pro hardware In sum — What to know A virtual network test solution: Anritsu launched Virtual Network Master for AWS environments. Monitoring KPIs: The solution evaluates key network performance indicators like latency, jitters, throughout, and packet loss rate. …
Sulagna Saha The Silicon Valley company is set to cut approximately 2000 jobs worldwide as it looks to redirect investment towards high-growth opportunities. In sum — what to know: Estimated timeline: Synopsys expects most layoffs to take effect in fiscal 2026. Broader restructuring efforts: The plan also includes closing certain sites. Near-term goal: The company will focus on capitalizing highest-growth opportunities and …
